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2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Tennis Academy | Miami | FL | 06/2017 | 12/2019 |
| Party Cake Bakery | Miami | FL | 12/2019 | 08/2021 |
| Cornell University | Ithaca | NY | 08/2021 | 06/2022 |
| Sofi National Bank | New York | NY | 06/2022 | 08/2022 |
| Cornell University | Ithaca | NY | 08/2022 | 06/2023 |
| J.P. Morgan Private Bank | Miami | FL | 06/2023 | 08/2023 |
| Cornell University | Ithaca | NY | 08/2023 | 12/2023 |
| Unemployed | Miami | FL | 12/2023 | 03/2024 |
| We Family Offices | Miami | FL | 03/2024 | Present |
| Siudent | Miami | FL | 06/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
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